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Level 2

I want to start 2020 fresh with zero transactions in my quickbooks. How do I wipe transactions, but not chart of accounts/vendors/rules?

 
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Best answer 12-23-2019

Best Answers
Moderator

I want to start 2020 fresh with zero transactions in my quickbooks. How do I wipe transactions, but not chart of accounts/vendors/rules?

Hi there, Jon.

 

We can wipe out your data if your account is still under the 90-day subscription. Please see this article for the steps: Delete your data and start over in QuickBooks Online

 

If it's not, you can sign up for a new account. Then, export and import your lists (chart of accounts, customers/vendors and product and services).

 

Let's export the lists from the old account:

  1. Click on the Gear icon.
  2. Select Export Data
  3. In the Reports tab, select General ledger and click on Export to Excel.
  4. Save the data on your computer.

To sign up for a new account: 

  1. Go to this page: https://quickbooks.intuit.com/pricing/
  2. Choose a plan.
  3. Scroll at the bottom and click on Sign in to add a company to an existing account. 
  4. Enter your QuickBooks Online user ID and password. 
  5. Set up your new account.

Then, let's import the lists:

  1. Click on the Gear icon.
  2. Select Import Data.
  3. Select Bank Data, Customers, Vendors, Chart of Accounts, or Products and Services.
  4. Browse the saved lists in Excel from the old account.
  5. Click on Next and continue to import.

I've got an article with more steps for you to follow: Move your lists to QuickBooks Online

 

You can also check out this link for more topics on how to set up your new account. We are here to help if you have other questions. 

View solution in original post

3 Comments
Moderator

I want to start 2020 fresh with zero transactions in my quickbooks. How do I wipe transactions, but not chart of accounts/vendors/rules?

Hi there, Jon.

 

We can wipe out your data if your account is still under the 90-day subscription. Please see this article for the steps: Delete your data and start over in QuickBooks Online

 

If it's not, you can sign up for a new account. Then, export and import your lists (chart of accounts, customers/vendors and product and services).

 

Let's export the lists from the old account:

  1. Click on the Gear icon.
  2. Select Export Data
  3. In the Reports tab, select General ledger and click on Export to Excel.
  4. Save the data on your computer.

To sign up for a new account: 

  1. Go to this page: https://quickbooks.intuit.com/pricing/
  2. Choose a plan.
  3. Scroll at the bottom and click on Sign in to add a company to an existing account. 
  4. Enter your QuickBooks Online user ID and password. 
  5. Set up your new account.

Then, let's import the lists:

  1. Click on the Gear icon.
  2. Select Import Data.
  3. Select Bank Data, Customers, Vendors, Chart of Accounts, or Products and Services.
  4. Browse the saved lists in Excel from the old account.
  5. Click on Next and continue to import.

I've got an article with more steps for you to follow: Move your lists to QuickBooks Online

 

You can also check out this link for more topics on how to set up your new account. We are here to help if you have other questions. 

View solution in original post

Highlighted
Level 6

I want to start 2020 fresh with zero transactions in my quickbooks. How do I wipe transactions, but not chart of accounts/vendors/rules?

@jon34 

As an additional option, explore this workaround:

1. Using this tool to copy data between QBO accounts

https://www.chronobooks.com#_r_chrono

 

2. Once you are ready to proceed, open a new QBO account

https://quickbooks.grsm.io/US

https://quickbooks.grsm.io/us-promo

 

Good luck!

Highlighted
Level 2

I want to start 2020 fresh with zero transactions in my quickbooks. How do I wipe transactions, but not chart of accounts/vendors/rules?

This was just what I needed.  I found a few more articles that helped me get this all sorted out!  Thanks!

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